CT Financial Advisors’s Weingarten Realty Investors WRI Stock Holding History

CT Financial Advisors’s Portfolio WRI Stock Details WRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$137K	Buy	4,111 +18	+0.4%	+$629	0.08%	178
2016 Q4	$146K	Buy	4,093 +16	+0.4%	+$575	0.09%	165
2016 Q3	$159K	Buy	4,077 +13	+0.3%	+$536	0.1%	160
2016 Q2	$166K	Buy	4,064 +14	+0.3%	+$532	0.1%	158
2016 Q1	$152K	Hold	4,050	–	–	0.09%	175
2015 Q4	$140K	Hold	4,050	–	–	0.08%	175
2015 Q3	$134K	Hold	4,050	–	–	0.08%	178
2015 Q2	$132K	Hold	4,050	–	–	0.08%	192
2015 Q1	$146K	Hold	4,050	–	–	0.08%	187
2014 Q4	$141K	Buy	+4,050	New	+$141K	0.11%	143
2014 Q1	$146K	Buy	+4,050	New	+$120K	0.08%	187

Other funds holding WRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCRM

Security Capital Research & Management Chicago, Illinois $2.36B AUM 5.25% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CT Financial Advisors's WRI Position: Q1 2017 in Review

CT Financial Advisors increased its Weingarten Realty Investors (WRI) stake by 0.44% in Q1 2017, buying an estimated $629 and bringing the position to 4,111 shares worth $137K. The position accounts for 0.08% of the portfolio, ranked #178.

CT Financial Advisors first reported a position in WRI in Q1 2014 and has held it in 11 quarters since. The position peaked at $166K in Q2 2016. 291 funds tracked by Wall St. Rank hold WRI as of Q1 2017.

CT Financial Advisors held 4,111 shares of Weingarten Realty Investors worth $137K as of Q1 2017.
CT Financial Advisors bought 18 Weingarten Realty Investors shares in Q1 2017, an estimated $629.
Weingarten Realty Investors made up 0.08% of CT Financial Advisors's portfolio in Q1 2017, its #178 holding.
CT Financial Advisors first reported a position in Weingarten Realty Investors in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Weingarten Realty Investors position peaked at $166K in Q2 2016.
291 funds tracked by Wall St. Rank held Weingarten Realty Investors as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.